Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTP (Nuveen Quality Preferred Income Fund) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 12/29/2016, Common starting date is 07/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTP (Nuveen Quality Preferred Income Fund) | 07/08/2002 | 05/06/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | 5.30 | 11.25 | 14.34 | -4.01 | 23.01 | 10.63 | 22.01 | 53.41 | -46.62 | -24.63 | 29.62 | -3.65 | -3.77 | 14.60 | 1.38 |
| Sharpe Ratio | NA | 0.89 | 0.51 | 0.79 | 0.11 | NA | NA | … | … | 1.30 | 1.08 | 1.65 | -0.33 | 1.66 | 0.67 | 1.17 | 0.97 | -0.55 | -1.25 | 2.88 | -0.57 | -0.30 | 1.29 | 0.12 |
| Standard Deviation(%) | NA | 11.30 | 10.83 | 12.78 | 35.94 | NA | NA | … | … | 12.29 | 10.37 | 8.69 | 12.41 | 13.97 | 15.91 | 18.71 | 55.00 | 86.01 | 22.27 | 9.18 | 10.15 | 15.75 | 10.81 | 15.80 |
| Draw Down(%) | NA | 6.59 | 19.31 | 19.31 | 78.76 | NA | NA | … | … | 6.03 | 8.49 | 5.29 | 19.31 | 10.19 | 13.96 | 15.82 | 54.90 | 73.22 | 28.16 | 7.25 | 13.14 | 22.18 | 12.05 | 7.89 |
| Yield(%) | 0.92 | 8.84 | 7.62 | 8.53 | 5.65 | 5.18 | 3.88 | … | … | 3.61 | 8.08 | 9.20 | 7.35 | 7.82 | 8.11 | 8.92 | 12.13 | 8.72 | 6.89 | 8.62 | 8.06 | 7.77 | 8.36 | 3.38 |
Data as of 12/29/2016, Common starting date is 07/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTP (Nuveen Quality Preferred Income Fund) |
-28.78%
Feb 2006 – Feb 2009 |
-18.26%
Feb 2004 – Feb 2009 |
1.69%
Dec 2003 – Dec 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTP (Nuveen Quality Preferred Income Fund) |
44.04%
Feb 2009 – Feb 2012 |
27.46%
Feb 2009 – Feb 2014 |
5.24%
Nov 2005 – Nov 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart